Monterey Private Wealth Inc. Invests $221,000 in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

Monterey Private Wealth Inc. acquired a new stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) during the fourth quarter, according to its most recent 13F filing with the SEC. The fund acquired 7,939 shares of the company’s stock, valued at approximately $221,000.

Other institutional investors have also added to or reduced their stakes in the company. Renaissance Technologies LLC boosted its holdings in shares of Schwab U.S. Large-Cap Growth ETF by 92.5% in the second quarter. Renaissance Technologies LLC now owns 12,900 shares of the company’s stock worth $1,301,000 after acquiring an additional 6,200 shares during the period. Certified Advisory Corp lifted its holdings in Schwab U.S. Large-Cap Growth ETF by 3.0% during the 2nd quarter. Certified Advisory Corp now owns 68,983 shares of the company’s stock worth $6,956,000 after purchasing an additional 1,988 shares in the last quarter. Evergreen Capital Management LLC boosted its stake in Schwab U.S. Large-Cap Growth ETF by 3.3% in the 2nd quarter. Evergreen Capital Management LLC now owns 3,964 shares of the company’s stock worth $400,000 after purchasing an additional 126 shares during the period. Bank of Montreal Can grew its holdings in Schwab U.S. Large-Cap Growth ETF by 7.5% during the 2nd quarter. Bank of Montreal Can now owns 9,176 shares of the company’s stock valued at $929,000 after buying an additional 639 shares in the last quarter. Finally, Clear Point Advisors Inc. grew its holdings in Schwab U.S. Large-Cap Growth ETF by 1.4% during the 2nd quarter. Clear Point Advisors Inc. now owns 103,668 shares of the company’s stock valued at $10,454,000 after buying an additional 1,442 shares in the last quarter.

Schwab U.S. Large-Cap Growth ETF Trading Up 1.3 %

Shares of Schwab U.S. Large-Cap Growth ETF stock opened at $28.29 on Tuesday. The company’s 50-day moving average price is $28.10 and its 200-day moving average price is $26.47. Schwab U.S. Large-Cap Growth ETF has a 12-month low of $20.85 and a 12-month high of $29.14. The company has a market cap of $8.27 billion, a price-to-earnings ratio of 39.82 and a beta of 1.25.

About Schwab U.S. Large-Cap Growth ETF

Schwab U.S. Large-Cap Growth ETF (the Fund) goal is to track the total return of the Dow Jones U.S. Large-Cap Growth Total Stock Market Index (the Index). The Fund’s index includes the large-cap growth portion of the Dow Jones U.S. Total Stock Market Index available to investors in the marketplace. The Dow Jones U.S.